*Match My Email seamlessly captures any email from any device to Salesforce, including Office 365, G Suite, Apple Mail, IMAP, GoDaddy, Zimbra and Rackspace. The app offers hands-free, setup and forget, once and done, email integration for Salesforce. It imports emails from a user’s mailbox, matches them to records in Salesforce automatically and then uploads them permanently to the Salesforce clo.
Match My Email allows you to sync your emails and calendars automatically with Salesforce Unlike Einstein Activity Capture, all data is stored in Salesforce with the rest of your Salesforce record data Match My Email stores email data permanently, logs your emails automatically and reports on data accurately
Putting you back in control of your data
Data stored in your Salesforce org
Matches emails to multiple email addresses within a single record
Generates activity reports in Salesforce
Creates flows and set triggers in Salesforce
Allows for standard Salesforce reporting on emails
Permanently stores emails in Salesforce
Migrates all email data into records
Shows all emails and events processed in one dashboard
Integrates with ALL email services
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In this post, we’ll look at the Lead object in Salesforce in more detail and discuss some best practices you should implement when using it
Without customers, you wouldn’t have a business However, you need to build customer relationships through communication – especially email For these emails to be effective, you’ll need to know if recipients are opening them This is where Salesforce email tracking comes in, giving you all the information you need to nurture valuable relationships
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